Wealth advisory
for Corporate Executive
Your Objectives
Your professional career has enabled you to build a solid foundation for investing. Now, you wish to grow your wealth by optimizing your tax situation, preparing for future life projects, or planning effectively for your retirement. Our expertise in wealth management offers solutions tailored to the specific needs of senior executives.
Our solutions
Optimize Your Savings
- Financial Savings: This is considered with a medium- to long-term perspective to enhance the value of your savings, grow your capital, prepare for retirement, or pass on your wealth. Wealth management for executives is crucial to achieving these goals by ensuring a financial plan that meets your specific needs.
- Financing Your Real Estate Project: OptiFi supports you throughout this process, working to secure the financing that best fits your personal situation.
Reduce Your Taxes
- FIP FCPI: Diversify your assets and obtain an income tax reduction by investing in innovative or local SMEs that are not publicly listed.
- Pinel Law: Benefit from a tax reduction in exchange for purchasing a rental property (subject to conditions).
- Industrial Girardin: Offset part or all of your income tax with the French government’s tax incentive to support economic development in overseas territories (DOM COM).
- Retirement Savings Plan (PER): The Individual PER is a long-term savings product. Contributions may be deductible from your taxable income, allowing you to save during your working life and receive either a lump sum or an annuity upon retirement.
Prepare for Your Retirement
- Life Insurance: A flexible savings vehicle that can be adapted to meet your savings and wealth management goals.
- Rental Investment: A rental investment involves purchasing a property (or shares in real estate companies) with the aim of generating rental income. Depending on the setup, these incomes may benefit from tax advantages.
- Retirement Savings Plan (PER): The Individual PER is a long-term savings product. Contributions may be deductible from your taxable income, allowing you to save during your working life and receive either a lump sum or an annuity upon retirement.
Our Methodology
Throughout our collaboration, we involve you in every decision to define a strategy that will help you optimize your wealth growth and monthly savings capacity. Our expertise in wealth management allows us to offer solutions tailored to the specific needs of senior executives. All the solutions we propose and implement comply with regulatory standards and our code of conduct.
